PRINCIPLE WEALTH PARTNERS LLC

Principle Wealth Partners is based out of Madison. Principle Wealth Partners is a large advisory firm with 306 clients and discretionary assets under management (AUM) of $783,267,081 (Form ADV from 2020-03-30). Their last reported 13F filing for Q1 2020 included $266,492,000 in managed 13F securities
and a top 10 holdings concentration of 54.85%. Principle Wealth Partners's largest holding is Omega Flex Inc with shares held of 406,145. Whalewisdom has at least 6 13F filings

Security Types:

CSV Export Module

This will schedule a job to export all requested 13f holdings data for this filer.
When completed, an email will be sent to the email address you specify
containing a link to download the .zip file of the CSV file(s) you requested.

Output Type

Output all 13f holdings into a single CSV file
Output all 13f holdings into separate CSV files per quarter